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Sponsor portfolio

CURTIS INSTRUMENTS, INC.

EIN 13-1933394-electrical/electronic manufacturing-Latest filing 2025
Plans
3
Retirement
2
$108.1M assets
Welfare
1
$6.3M premiums
Participants
695
200 KISCO AVENUE - MT. KISCO, NY 105491400914-666-2971curtisinstruments.comLinkedIn1001-5000 employeeselectrical/electronic manufacturing
Plans on this EIN
3 filings
#001401k-$92.4M - 313 part#002401k-$15.8M - 382 part#507Fully Insured-$6.3M - 409 lives

Retirement portfolio analytics

2 plans aggregated / $108.1M assets / 695 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • 401(K) RETIREMENT PLAN (#001)85%
  • 401(K) RETIREMENT PLAN (#002)15%
Total $108.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)382
  • 401(K) RETIREMENT PLAN (#001)313
Total 695Click row to drill in

Benefits portfolio analytics

1 plan / $6.3M premiums / 409 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Prescription drug$5.8M
  • Dental$276K
  • Life$94K
  • Long-term disability$50K
  • Vision$45K
  • +1 more
Total $6.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • ANTHEM LIFE INSURANCE COMPANY52%
  • KAISER FOUNDATION HEALTH PLAN INC40%
  • DELTA DENTAL OF CALIFORNIA4%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK3%
  • VISION SERVICE PLAN1%
Total $6.3M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $104K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CURTIS INSTRUMENTS, INC. 401(K) RETIREMENT PLAN

401k

Assets$92.4M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CURTIS INSTRUMENTS (PUERTO RICO), INC. 401(K) RETIREMENT PLAN

401k

Assets$15.8M
Participants382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

CURTIS INSTRUMENTS, INC. HEALTH PLAN

Fully Insured - ANTHEM BLUE CROSS

Premiums$6.3M
Covered lives409
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CURTIS INSTRUMENTS, INC. 401(K) RETIREMENT PLAN401k$92.4M3132024
002CURTIS INSTRUMENTS (PUERTO RICO), INC. 401(K) RETIREMENT PLAN401k$15.8M3822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507CURTIS INSTRUMENTS, INC. HEALTH PLANFully InsuredANTHEM BLUE CROSS$6.3M4092025
Retirement plans
Welfare plans
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